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On the Design of Flight-Deck Procedures - Intelligent Systems ...

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pilot a much easier monitoring task. Technique, with all its value, does introduce a form <strong>of</strong> variability tocrew coordination (in both feedback and information transfer). Never<strong>the</strong>less, techniques can bepositively introduced during all o<strong>the</strong>r phases or tasks.Guideline #13: Procedure design includes intra-cockpit communication. The expectedcommunication should be specified, trained, and subject to standardization like any o<strong>the</strong>rprocedure.6.2.2 Sharing <strong>of</strong> InformationIdeally, all information is shared and known to all crew members (Orasanu, 1993). Never<strong>the</strong>less, this isnot always practical. Not all information can be shared via SOP, as <strong>the</strong> amount <strong>of</strong> information can beenormous. In defining <strong>the</strong> task and <strong>the</strong> procedure, <strong>the</strong> crew coordination attributes must be also defined.The designer should determine <strong>the</strong> level <strong>of</strong> awareness required <strong>of</strong> o<strong>the</strong>r crew members about <strong>the</strong> task byasking:1. Must <strong>the</strong> o<strong>the</strong>r crew member(s) know all <strong>the</strong> details <strong>of</strong> <strong>the</strong> task (fly heading 280, intercept <strong>the</strong> 050radial <strong>of</strong> XYZ VOR)?2. Should <strong>the</strong> o<strong>the</strong>r crew member(s) know in general that <strong>the</strong> system is configured according toSOP (pressurization is set)?3. Should <strong>the</strong> o<strong>the</strong>r crew member(s) just be aware that <strong>the</strong> task is being taken care <strong>of</strong> (or undercontrol), but not necessarily its exact state (walk-around)?4. Is <strong>the</strong>re is a need for <strong>the</strong> o<strong>the</strong>r crew member(s) to know about <strong>the</strong> task when it is part <strong>of</strong> someelse's SOP (that all flight attendants are “buckled in” prior to take<strong>of</strong>f)?Ano<strong>the</strong>r form <strong>of</strong> information sharing is a briefing. For example, during a landing briefing, <strong>the</strong> crew isbriefed on <strong>the</strong> published procedure, landing category that will be used, limitations, etc. as well assituation-dependent information that may affect <strong>the</strong> approach/landing task (wea<strong>the</strong>r, captain's minimums,gross weight, NOTAMs, etc.). Briefing, from a procedure development point <strong>of</strong> view, can <strong>the</strong>refore bedescribed as a task that assembles and coordinates a set <strong>of</strong> procedures in order to “ground” <strong>the</strong>procedures within constraints <strong>of</strong> <strong>the</strong> forthcoming situation. Briefing is provided prior to <strong>the</strong> task in orderto facilitate transfer <strong>of</strong> information, to increase expectation, and to allow for better feedback.As discussed in Section 5.6, automated cockpits cannot be procedurized as completely or easily as <strong>the</strong>irpredecessors. General operating policies, recommended techniques, and individual techniques,substitute for this. However, all lack <strong>the</strong> “reduction <strong>of</strong> variance” attributes <strong>of</strong> a procedure. In managingflight path in automated cockpits, briefing becomes an critical crew coordination tool -- not so much toreduce variance, but ra<strong>the</strong>r to reduce <strong>the</strong> level <strong>of</strong> ambiguity in <strong>the</strong> minds <strong>of</strong> <strong>the</strong> o<strong>the</strong>r crew members byclarifying expectations. The more one allows for technique, <strong>the</strong> more one has to stress briefing.During our cockpit observations <strong>the</strong>re were many instances in which in response to <strong>the</strong> challenge“briefing,” <strong>the</strong> person responsible for that task (usually <strong>the</strong> PF) would merely respond with <strong>the</strong> term“standard.” The meaning <strong>of</strong> this was that <strong>the</strong>re was nothing to brief about as <strong>the</strong> forthcoming task was“as usual.” Based on <strong>the</strong> above discussion, we argue here that in a critical phase <strong>of</strong> flight such as take<strong>of</strong>for landing, <strong>the</strong>re is no such thing as standard, and that a briefing (possibly very short, but still <strong>of</strong>intentions, concerns, procedures, etc.), is always required. The use <strong>of</strong> “standard” in place <strong>of</strong> a properbriefing, may be regarded as a form <strong>of</strong> complacency.Guideline #14: In managing automated cockpits, briefing becomes an critical crewcoordination tool -- not so much to reduce variance, but ra<strong>the</strong>r to reduce <strong>the</strong> level <strong>of</strong> ambiguity<strong>of</strong> o<strong>the</strong>r agents (e.g., PNF or F/O) by increasing expectations. The more one allows fortechnique, <strong>the</strong> more one has to stress briefing.6.2.3 Reduction <strong>of</strong> AmbiguityAs our definition <strong>of</strong> procedure implies, a procedure should never be vague. Generality is a desirableattribute <strong>of</strong> a policy or a philosophy, but not a procedure. <strong>Procedures</strong> must be “bullet-pro<strong>of</strong>” againstvagueness, as vagueness violates one <strong>of</strong> <strong>the</strong> most important by-products <strong>of</strong> cockpit procedures:37

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